The Best All in One CRM and Automation Mailing for SMB. Period.
February 06, 2023

The Best All in One CRM and Automation Mailing for SMB. Period.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Keap Pro

Overall Satisfaction with Keap

Keap is as close as you can get to have 2 core services in one. The CRM is powerful and useful, but the automation mail delivery is really where the magic happens. You can create as many layout you want for as many situation you may posible need and for our business, this tool is the one that we keep because addresses also invoicing and schedule meetings. Really is a all in one solution for SMBs.
  • Automation
  • Shot mailing according to triggers
  • Schedule Meetings
  • Invoicing / Payments
  • Create custom currency for invoice
  • Offer second number worldwide with SMS
  • Awesome for Follow-Up
  • Great Value for what it offers.
  • Save us time when deploy our list from other provider.
  • Works really fast in comparison to other providers.
Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

Do you think Keap delivers good value for the price?

Yes

Are you happy with Keap's feature set?

No

Did Keap live up to sales and marketing promises?

Yes

Did implementation of Keap go as expected?

Yes

Would you buy Keap again?

Yes

If you are starting a business and need to create your initial list with automations, keap works really good. Better than Mailchimp for example. But after you start collecting mails, the CRM included, works as stated. The CRM is great and features a pipeline where you can count on. The idea of having a phone line to receive call, works only in the states and this feature should be extend worldwide. Clients are everywhere. Also having more languages available other than english, will be a plus. One thing thow. Keap do not work well when trying to comunicate in other language than english.

Keap Feature Ratings

Landing pages
6
Mobile optimization
7
Email deliverability reporting
8
List management
5
Lead nurturing automation
7
Lead scoring and grading
8
Data quality management
7
Automated sales alerts and tasks
8
Calendaring
8
Standard reports
7
Custom reports
5
API
7
Role-based workflow & approvals
8
Customizability
6